EverSource Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Sell |
2,782
-50
| -2% | -$6.33K | 0.02% | 589 |
|
|
2025
Q1 | $362K | Sell |
2,832
-12
| -0.4% | -$1.54K | 0.02% | 463 |
|
|
2024
Q4 | $376K | Sell |
2,844
-1,279
| -31% | -$169K | 0.02% | 443 |
|
|
2024
Q3 | $600K | Sell |
4,123
-499
| -11% | -$72.7K | 0.04% | 296 |
|
|
2024
Q2 | $684K | Buy |
4,622
+1,177
| +34% | +$174K | 0.05% | 268 |
|
|
2024
Q1 | $437K | Sell |
3,445
-465
| -12% | -$59K | 0.03% | 292 |
|
|
2023
Q4 | $531K | Sell |
3,910
-737
| -16% | -$100K | 0.05% | 239 |
|
|
2023
Q3 | $568K | Sell |
4,647
-400
| -8% | -$48.9K | 0.06% | 214 |
|
|
2023
Q2 | $641K | Sell |
5,047
-305
| -6% | -$38.7K | 0.07% | 203 |
|
|
2023
Q1 | $691K | Buy |
5,352
+2,773
| +108% | +$358K | 0.09% | 178 |
|
|
2022
Q4 | $339K | Buy |
+2,579
| New | +$339K | 0.05% | 261 |
|